PEOPLES FINANCIAL SERVICES CORP.

CIK

1056943

Location

MOOSIC, PA

Portfolio Value

Micro $41,294,498

Diversification

Diversified

Filing Date

Global Rank

#4,434 / 8,586 ▲ 84

Top Industry

Drug Manufacturers - General 14.8%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.2%

SPY

+78.1%

Annualised alpha

-4.7%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

217 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

−1.1 pts

Top 5

23.8%

−4.0 pts

Top 10

37.4%

−2.7 pts

HHI

216

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.9%	$41,294,498	24
Healthcare	16.2%	$29,181,750	29
Financial Services	15.9%	$28,728,783	37
Industrials	9.9%	$17,851,851	30
Consumer Cyclical	9.1%	$16,479,615	20
Energy	7.4%	$13,271,578	16
Consumer Defensive	7.1%	$12,757,057	17
Communication Services	4.8%	$8,699,208	12
Utilities	4.6%	$8,352,348	14
Basic Materials	1.8%	$3,285,459	13
Unclassified	0.1%	$221,959	2
Real Estate	0.1%	$194,992	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+6,726	25,678	$1,557,369
QCOM	Qualcomm Inc/De	+1,412	9,713	$1,250,839
NWFL	Norwood Financial Corp	+425	3,980	$117,091
PANW	Palo Alto Networks Inc	+418	1,358	$217,714
C	Citigroup Inc	+75	1,618	$183,497
BA	Boeing Co	+65	6,468	$1,287,325
NVDA	Nvidia Corp	+27	3,502	$610,748
SO	Southern Co	+18	18,014	$1,738,710
HON	Honeywell International Inc	+12	3,255	$735,726
COP	Conocophillips	+10	2,553	$336,996
NEE	Nextera Energy Inc	+4	22,144	$2,056,733
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOW	Dow Inc.	−2,297	3,615	$150,564
AVGO	Broadcom Inc.	−1,597	24,842	$7,688,846
XOM	Exxon Mobil Corp	−1,379	34,265	$5,813,399
VZ	Verizon Communications Inc	−1,031	36,134	$1,813,926
AAPL	Apple Inc.	−817	43,222	$10,969,310
PG	PROCTER & GAMBLE Co	−791	28,133	$4,063,529
LLY	ELI LILLY & Co	−755	11,449	$10,530,446
PFIS	Peoples Financial Services Corp.	−750	91,041	$4,855,215
FAST	Fastenal Co	−723	66,192	$3,071,308
CSCO	Cisco Systems, Inc.	−543	32,595	$2,529,045
PFE	Pfizer Inc	−497	36,948	$1,037,499
KO	Coca Cola Co	−475	19,721	$1,499,782
NKE	NIKE, Inc.	−464	9,268	$489,535
IBM	International Business Machines Corp	−450	3,593	$870,906
PPL	PPL Corp	−425	21,184	$809,228
D	Dominion Energy, Inc	−400	15,879	$981,639
AXP	American Express Co	−385	9,189	$2,779,488
T	At&T Inc.	−367	20,749	$601,513
MDT	Medtronic plc	−358	3,338	$289,237
PNC	Pnc Financial Services Group, Inc.	−350	7,321	$1,523,426
ORCL	Oracle Corp	−343	12,094	$1,779,148
ENB	Enbridge Inc	−327	29,092	$1,575,040
CMCSA	Comcast Corp	−324	16,217	$465,589
AMZN	Amazon Com Inc	−275	31,839	$6,631,107
GOOGL	Alphabet Inc.	−251	13,296	$3,823,397
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	4,236	$1,431,090
VSNT	Versant Media Group, Inc.	301	$11,142
SLV	iShares Silver Trust	100	$6,814
WMB	Williams Companies, Inc.	20	$1,455
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	585	$84,684
GTX	Garrett Motion Inc.	10	$174
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $41,294,498 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	43,222	-817	$10,969,310	−8.4%	26.56%
AVGO	Broadcom Inc. Technology	Reduced	24,842	-1,597	$7,688,846	−16.0%	18.62%
MSFT	Microsoft Corp Technology	Reduced	19,004	-225	$7,034,710	−24.4%	17.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	32,595	-543	$2,529,045	−0.9%	6.12%
ADI	Analog Devices Inc Technology	Reduced	7,764	-209	$2,470,038	+14.2%	5.98%
ORCL	Oracle Corp Technology	Reduced	12,094	-343	$1,779,148	−26.6%	4.31%
MU	Micron Technology Inc Technology	NEW	4,236	NEW	$1,431,090	NEW	3.47%
QCOM	Qualcomm Inc/De Technology	Added	9,713	+1,412	$1,250,839	−11.9%	3.03%
AMAT	Applied Materials Inc /De Technology	Reduced	3,643	-34	$1,245,140	+31.8%	3.02%
IBM	International Business Machines Corp Technology	Reduced	3,593	-450	$870,906	−27.3%	2.11%
ASML	Asml Holding NV Technology	Reduced	522	-6	$689,473	+22.1%	1.67%
NVDA	Nvidia Corp Technology	Added	3,502	+27	$610,748	−5.8%	1.48%
ADBE	Adobe Inc. Technology	Reduced	2,011	-48	$488,833	−32.2%	1.18%
MCHP	Microchip Technology Inc Technology	Reduced	6,885	-18	$444,839	+1.1%	1.08%
ADP	Automatic Data Processing Inc Technology	Reduced	2,027	-150	$411,845	−26.5%	1.00%
Q	Qnity Electronics, Inc. Technology	Reduced	3,012	-128	$347,524	+35.6%	0.84%
ONTO	Onto Innovation Inc. Technology	Reduced	1,595	-8	$327,086	+29.3%	0.79%
PANW	Palo Alto Networks Inc Technology	Added	1,358	+418	$217,714	+25.7%	0.53%
INTC	Intel Corp Technology	Held	4,648	0	$205,115	+19.6%	0.50%
ACN	Accenture plc Technology	Reduced	788	-100	$156,251	−34.4%	0.38%
CDNS	Cadence Design Systems Inc Technology	Held	206	0	$57,241	−11.1%	0.14%
TXN	Texas Instruments Inc Technology	Held	202	0	$39,216	+11.9%	0.09%
PAYX	Paychex Inc Technology	Held	316	0	$29,109	−17.9%	0.07%
KD	Kyndryl Holdings, Inc. Technology	Held	33	0	$432	−50.6%	0.00%